Senior Tax Manager

About the role
The taxation team is growing to support our thriving financial planning business, both in the UK and overseas. The team currently undertakes high end income and capital tax planning work and compliance for HNWI, internationally mobile individuals and Trusts. The incoming Senior Tax Manager will need to work closely with the heads of taxes, on a broad range of income tax, IHT and CGT projects and compliance work. This will often involve residence and remittance basis queries, as we offer financial planning assistance to UK expats worldwide from our offices around the globe.
About the role holder
As a key member of the team, a strong personal tax technical knowledge will be required, as well as excellent communication and management skills. This is a client facing role and there will be a requirement to support more junior members of the team, as well as assist in client advisory with the financial planners. The role will be split between compliance, where you will manage your own allocated client base, and advisory. As a Senior Tax Manager, you will be expected to help drive the growth and vision of the tax team.
Essential Criteria
CTA qualified
Strong leadership and people management skills
Excellent Microsoft word and advanced excel skills
Experience with Microsoft Teams/Video Calls
Proven experience in forming and maintaining client relationships
Excellent analytical and time management skills with attention to detail
Desirable Criteria
7 years’ experience within a tax role
2 years post qualification experience
Knowledge of non UK domiciled taxation matter
Location
We are flexible on location and therefore, this role could be based in one of our UK offices in Leeds, London, Worthing, or Exeter. We operate hybrid working enabling home and office working. This role is full time, but we are happy to talk flexible working.
Benefits
30 days holiday plus public holidays
Wellbeing day
Birthday holiday
Volunteering day
Private medical insurance, 24/7 digital GP and health advice
Employee assistance programme providing support for your mental and physical health
Group pension scheme
Life assurance scheme
Financial wellbeing guidance
Eyecare vouchers
Family leave
Hybrid working
Referral scheme
About the Company
In 2023, The Fry Group was acquired by The Progeny Group.
The Progeny Group create, enhance, and preserve wealth. We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.
At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification. In 2022, we continued to onboard new team members and made 85 hires, resulting in an overall growth of 42%.
We are the proud winners of the Yorkshire Financial Awards 2023 Best Employer award for the second year running.
Progeny is also a signatory of the HM Treasury Women in Finance Charter demonstrating our commitment to playing our part in building a more balanced and fair financial services industry. We pledge to promote gender diversity in the workplace and to supporting women’s progression into senior roles.
About our recruitment process
In the first instance, please submit a CV and answer the screening questions. The recruitment process will consist of:
a general experience interview
a technical interview
We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion, belief, sexual orientation or age.
Please be advised that any offer of employment will be made by The Progeny Group and is subject to you being able to evidence your right to work documentation and us obtaining satisfactory background checks as outlined by the Financial Conduct Authority (FCA). These checks will vary depending on the role and location.
To recruitment agencies: We will not accept unsolicited or speculative CVs and will not be responsible for any fees related to such introductions. We respectfully ask that agencies do not contact us in regard to vacancies advertised on our careers page.
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